Sharing Practical Wisdom

Wise Counsel Research™ combines a boutique consultancy with a non-profit think-tank to serve as a trusted thought-partner to leaders of businesses and families.

We consult with corporations on organizational design, leadership development, and team engagement. We help families with wealth communicate about their planning, make decisions together, and develop the rising generation. For philanthropies, we consult on designing foundations, developing clear missions, and balancing family and philanthropic goals.

Research is the foundation of our work. We study and speak on such topics as giving within families, the best practices of successful family businesses, and the impact of wealth on women.